401(k) · DOL Form 5500 · 2024
The Roderick Group, Inc. 401(k) Plan
Data updated 2026-08-25
- $21M
- Total assets Small plan by assets
- 289
- Participants Below avg headcount
- 71st
- Percentile by assets National rank
- $72,019
- Avg per participant Below avg balance/head
Official DOL plan name: Ardmore Roderick 401(k) Plan · Sponsored by The Roderick Group, Inc. · Illinois · Professional & Technical Services
$21M in assets, 289 participants
The Roderick Group, Inc.'s Ardmore Roderick 401(k) Plan reported $21M in total assets and 289 participants in its 2024 DOL Form 5500 filing, ranking in the 71st percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.
- #14,183 in Professional & Technical Services (20,173 peers)
Coverage in Illinois
Ardmore Roderick 401(k) Plan covers 289 participants in Illinois, about 37% of the average Illinois filer (state average ~779 per filing). Assets: $21M.
- #14,183
- in Professional & Technical Services (20,173 peers)
- +27.5%
- assets growth YoY
Ardmore Roderick 401(k) Plan's outsized position by total assets
Ardmore Roderick 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$20,813,587 Top 29% higher than 71% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Ardmore Roderick 401(k) Plan among mid-size filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Ardmore Roderick 401(k) Plan sits mid-pack in the medium band (289 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Ardmore Roderick 401(k) Plan end-of-year assets rose from $16M in the plan year 2023 filing to $21M in the plan year 2024 filing.
- Ardmore Roderick 401(k) Plan reported participants rose from 241 in the plan year 2023 filing to 289 in the plan year 2024 filing.
- Ardmore Roderick 401(k) Plan reported net income fell from $5M in the plan year 2023 filing to $4M in the plan year 2024 filing.
DOL schedule card
Filing strip 203036399 · The Roderick Group, Inc. PY 2024 · 401(k)
Ardmore Roderick 401(k) Plan · $21M · 289 · 71st
- BOY $21M
- SCH 289
- EBSA 71st
- PART 401(k)
- TYPE near Velir Studios 401(k) Plan
- NET ind #14183
Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Professional & Technical Services retirement plans → · Plans in Illinois →
Ardmore Roderick 401(k) Plan in the asset neighbourhood
Illinois filing particulars
| Total Assets (Beginning of Year) | $16M |
|---|---|
| Net Assets (End of Year) | $21M |
| Net Income | $4M |
| Employer EIN | 203036399 |
| Plan Effective Date | 2016-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The Roderick Group, Inc.)
Sponsor-wide plan assets over time
All The Roderick Group, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $21M 84.6216613387527% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 241 | $11M |
| 2023 | 1 | 241 | $16M |
| 2024 | 1 | 289 | $21M |
Nearby 401(k) Plans in Illinois
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Accenture United States 401(k) Match and Savings Plan $21.3B · 66,965
- State Farm 401(k) Savings Plan $19.0B · 63,297
- United Airlines Pilot Retirement Account Plan $16.8B · 16,659
- Abbott Laboratories Stock Retirement Plan $15.8B · 38,229
- Walgreens Retirement Savings Plan $14.5B · 233,635
Ardmore Roderick 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Illinois, the nearest 401(k) by assets is Velir Studios 401(k) Plan in MA ($21M); by covered participants it is The Arbor Experts 401(k) Plan in TX (289 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($21M here).
- Velir Studios 401(k) Plan (MA) $21M · 154
- The Azoff Company 401(k) Plan and Trust (CA) $21M · 235
- Methodist Le Bonheur Healthcare 401(k) Plan (TN) $21M · 156
- Asc Process System, Inc. 401(k) Plan (CA) $21M · 240
Similar participant headcount
Nearest other-state filings by covered participants (289 participants); asset peers above are excluded.
- The Arbor Experts 401(k) Plan (TX) 289 · 0 off
- Comply Technologies, Inc. 401(k) Plan (NY) 289 · 0 off
- Recharge Inc. 401(k) Plan (CA) 289 · 0 off
- E. O. Johnson Company, Inc. 401(k) Profit Sharing Plan (WI) 289 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.